See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,565 | $109,359-62.9% | $162,163-75.0% | $72,985-44.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.20% | 25.46%-7.3pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,718 | $3,907-56.0% | $5,614-69.4% | $2,440-29.6% |
| Participant deferral / active EE | $2,114 | $5,481-61.4% | $7,298-71.0% | $3,607-41.4% |
| Admin fee / account holder | $397 | $7,972-95.0% | $10,843-96.3% | $5,124-92.2% |